Marketplace

Assetmax AG

Assetmax

Manage portfolios across several custodians with readily available data and in compliance with customer objectives and regulation.

Delio

Delio Private Markets Technology Solution

The Delio platform digitises the entire private investment lifecycle, with deal origination, distribution, transaction and reporting being integrated seamlessly into one continuous workflow. Our white-labelled technology acts as the centralised hub for all your private markets activity.

Dorsum

my Wealth - revolutionary wealth management

My Wealth app is a unique solution as it merges traditional and digital advisory process into a hybrid model. It brings an engaging digital experience and holistic portfolio overview to the clients and helps them understanding the composition and historical progress of their portfolio.

Sanostro AG

FX and Crypto Return Booster

FX and Crypto Return Booster: how banks can harvest opportunities in international portfolios

Tax Source GmbH

TaxSource GmbH

Your partner for tax compliance of national and international private clients. We deliver country specific tax statements and reports.

Investsuite NV

Robo Advisor

Robo Advisor is a best-in-class white-label solution for financial institutions to offer clients an easy, safe and affordable way to invest their savings.  It has 3 modules to be used together or individually that can be integrated via APIs & configured to launch your unique robo advisor program.

Investsuite NV

Self Investor

White label front-to-middleware online trading platform to retain, attract and win-back self-directed investors. Give back control and enhance your clients' experience of self-investing. SelfInvestor includes education, inspiration and social features to increase interaction and client satisfaction.

Investsuite NV

Portfolio Optimizer

Next-generation quant tools that provide cost-effective solutions for more efficient portfolio management

Simplewealth AG

Wealth Manager Toolbox

Simplewealth enables asset managers to aggregate into a unique clean dataset the inputs from their custodians. Our tool understands the custodians' inputs and translates them into one simple view for the asset manager to work on.

Planar Investments Private Limited

GrowWealth

GrowWealth provides an intuitive investment experience by understanding customer preferences, goal-based planning, risk profiling and access to thematic baskets. Available as a plug and play solution for retail banks and financial institutions with an innovative low-cost business as a service model.

Planar Investments Private Limited

AdviseWealth

The AdviseWealth workbench is a comprehensive relationship manager suite with end-to-end portfolio analytics, powerful financial planning tools, core and satellite portfolio management capabilities, personalized strategy screening that is supported by straight through process execution.

YUKKA Lab

News Analyzer

Capture the mood of markets & discover topics that drive sentiment trends. YUKKA Lab developed a real-time currency for the sentiment of every company, index, industry and country based on proprietary Augmented Language Intelligence technology.